David Lemons - Alapocas Investment Partners Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Jul 30, 2025
Total Stocks		20
Portfolio Value		$155.86M

Alapocas Investment Partners Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2025Mar 31, 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-2,522-2.9%	$15.98M	83,977
Q1 2025Mar 31, 2025	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-2,595-2.9%	$10.54M	86,553
Q1 2025Mar 31, 2025	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-3,370-2.8%	$6.67M	114,877
Q1 2025Mar 31, 2025	CPRT Copart, Inc.	Copart, Inc.	Sell	-5,345-2.7%	$10.96M	193,642
Q1 2025Mar 31, 2025	DHR Danaher Corporation	Danaher Corporation	Sell	-5,348-20.7%	$4.19M	20,449
Q1 2025Mar 31, 2025	AAPL Apple Inc.	Apple Inc.	Sell	-9,187-13.0%	$13.63M	61,360
Q1 2025Mar 31, 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-29,304-83.6%	$1.25M	5,751
Q4 2024Dec 31, 2024	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+25,798	$5.38M	25,798
Q4 2024Dec 31, 2024	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy - Position Entry	+901	$215.84K	901
Q4 2024Dec 31, 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+349+1.3%	$11.76M	26,457
Q4 2024Dec 31, 2024	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+335+0.4%	$10.77M	89,148
Q4 2024Dec 31, 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+236+0.3%	$16.38M	85,996
Q4 2024Dec 31, 2024	MCO Moody's Corporation	Moody's Corporation	Buy	+53+0.2%	$10.49M	22,166
Q4 2024Dec 31, 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+22+0.1%	$8.12M	16,059
Q4 2024Dec 31, 2024	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-5-0.1%	$2.30M	4,377
Q4 2024Dec 31, 2024	AAPL Apple Inc.	Apple Inc.	Sell	-71-0.1%	$17.67M	70,547
Q4 2024Dec 31, 2024	V Visa Inc.	Visa Inc.	Sell	-99-0.2%	$13.86M	43,865
Q4 2024Dec 31, 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-118-1.6%	$2.10M	7,168
Q4 2024Dec 31, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-132-1.1%	$11.04M	12,053
Q4 2024Dec 31, 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-200-0.2%	$18.98M	86,499
Q4 2024Dec 31, 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-395-1.1%	$6.43M	35,055
Q4 2024Dec 31, 2024	DHR Danaher Corporation	Danaher Corporation	Sell	-549-2.1%	$5.92M	25,797
Q4 2024Dec 31, 2024	CPRT Copart, Inc.	Copart, Inc.	Sell	-960-0.5%	$11.42M	198,987
Q4 2024Dec 31, 2024	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-1,440-1.2%	$8.16M	118,247
Q3 2024Sep 30, 2024	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+925+0.8%	$7.97M	119,687
Q3 2024Sep 30, 2024	V Visa Inc.	Visa Inc.	Buy	+679+1.6%	$12.09M	43,964
Q3 2024Sep 30, 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+280+0.8%	$8.24M	35,450
Q3 2024Sep 30, 2024	CPRT Copart, Inc.	Copart, Inc.	Buy	+160+0.1%	$10.48M	199,947
Q3 2024Sep 30, 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+57+0.4%	$9.38M	16,037
Q3 2024Sep 30, 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+53+0.1%	$14.34M	85,760

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